Cloudflare (NET) vs NetEase (NTES)
Head-to-head comparison of performance, valuation, growth, profitability and dividends. Prices delayed 15 minutes; data as of Oct 8, 2026.
Summary
Cloudflare (NET) has outperformed NetEase (NTES) over the past year, gaining 57.8% versus a loss of 19.4%. Over five years, NET leads with a +104.5% price change compared with +26.2% for NTES. Cloudflare is the larger company by market cap ($122.12 billion vs $77.23 billion), about 1.6 times the size.
On valuation, NetEase trades at a lower forward P/E (11.2x vs 204.6x for Cloudflare). NetEase pays a dividend yielding 3.32%, while Cloudflare does not currently pay one. NetEase converts more of its revenue into profit, with a net margin of 30.9% versus -4.7%.
Summary generated from market data by MetaCap's automated system. Methodology
Relative performance
Percent change in share price from the first common trading day shown; excludes dividends.
Head-to-head
| Metric | NET | NTES |
|---|---|---|
| Share price | $342.97 | $120.61 |
| Market cap | $122.12B | $77.23B |
| 1-day change | -3.39% | +1.29% |
| YTD return | +73.96% | -12.36% |
| 1-year return | +57.77% | -19.37% |
| 5-year return | +104.53% | +26.21% |
| P/E ratio (TTM) | — | 16.54 |
| Forward P/E | 204.62 | 11.21 |
| EPS (TTM) | $-0.56 | $7.29 |
| Dividend yield | 0.00% | 3.32% |
| Annual dividend | $0.00 | $4.01 |
| Revenue (latest FY) | $2.17B | $16.11B |
| Revenue growth (YoY) | +29.85% | +11.65% |
| Net income (latest FY) | $-102.27M | $4.98B |
| Gross margin | 74.51% | 64.29% |
| Operating margin | -9.56% | 31.82% |
| Net margin | -4.72% | 30.90% |
| 52-week high | $370.35 | $156.44 |
| 52-week low | $158.83 | $106.06 |
| Distance from 52-week high | -7.39% | -22.90% |
| Analyst consensus | buy | strong_buy |
| Avg. price target upside | -0.95% | +35.00% |
| Average volume | 3.35M | 788.42K |
| Shares outstanding | 322.62M | 640.33M |
| Employees | 5,156 | 25,382 |
| Sector | Technology | Technology |
| Industry | Computer Software: Prepackaged Software | Computer Software: Prepackaged Software |
Highlighted cells mark the higher value for growth, returns, margins and yield, and the lower value for P/E ratios. Highlighting is a mechanical comparison, not a recommendation.
Key differences
- NET has outperformed NTES by 77.1 percentage points over the past year.
- NetEase offers a meaningfully higher dividend yield (3.32% vs 0.00%).
- NetEase is more profitable, keeping 30.9 cents of every revenue dollar as net income versus -4.7 cents for Cloudflare.
- Cloudflare grew revenue faster in its latest fiscal year (+29.85% vs +11.65%).
About Cloudflare
NET stock →Cloudflare, Inc. operates as a cloud services provider that delivers a range of services to businesses worldwide.
Technology · Computer Software: Prepackaged Software · 5,156 employees
About NetEase
NTES stock →NetEase, Inc. engages in online games, music streaming, online intelligent learning services, and internet content services businesses in China and internationally.
Technology · Computer Software: Prepackaged Software · 25,382 employees
NET vs NTES FAQ
Which is bigger, Cloudflare or NetEase?
Cloudflare (NET) is larger, with a market capitalization of $122.12B compared with $77.23B for NetEase (NTES).
Which stock has performed better over the past year, NET or NTES?
NET returned +57.77% over the past 12 months, compared with -19.37% for NTES (price return, excluding dividends). Past performance does not predict future results.
Which pays a higher dividend, Cloudflare or NetEase?
NetEase pays a dividend yielding 3.32%, while Cloudflare does not currently pay a regular dividend.
Are Cloudflare and NetEase in the same industry?
Yes. Both are classified in the Computer Software: Prepackaged Software industry within the Technology sector.